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WhitTier Trust Company’s Brookfield Asset Management BAM Stock Holding History

WhitTier Trust Company’s Portfolio BAM Stock Details BAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,114
Closed -$946K – 1296
2025
Q2 		$946K Buy
17,114
+7,691
+82% +$413K 0.02% 316
2025
Q1 		$457K Buy
9,423
+2,794
+42% +$152K 0.01% 401
2024
Q4 		$359K Buy
6,629
+3,881
+141% +$210K 0.01% 412
2024
Q3 		$130K Buy
2,748
+576
+27% +$24.1K ﹤0.01% 555
2024
Q2 		$82.6K Buy
2,172
+1,282
+144% +$50.4K ﹤0.01% 595
2024
Q1 		$37.4K Buy
890
+758
+574% +$30.6K ﹤0.01% 736
2023
Q4 		$5.3K Buy
+132
New +$4.46K ﹤0.01% 1030
2023
Q2 		– Sell
-2,700
Closed -$88.3K – 1170
2023
Q1 		$88.3K Sell
2,700
-90
-3% -$2.92K ﹤0.01% 575
2022
Q4 		$80K Buy
+2,790
New +$84K ﹤0.01% 590

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